Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - October include Farther Finance Advisors, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 62,005 | 7.95 | 1,484 | 9.20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16,244 | 7.00 | 389 | 8.08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,250 | 30 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 98,388 | 58.00 | 2,355 | 57.77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 536 | 13 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49,769 | 386.41 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 24,494 | 132.43 | 586 | 135.34 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 29,770 | 3.65 | 712 | 0.28 |
